LIVE AND RETIRE WELL
It's estimated that by 2030 two-thirds of the nation’s wealth will be controlled by Women
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Approximately half of adults are not saving for retirement (48%)
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2 in 3 adults do not receive retirement saving advice from a financial professional
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It's estimated that by 2030 two-thirds of the nation’s wealth will be controlled by Women 〰️ Approximately half of adults are not saving for retirement (48%) 〰️ 2 in 3 adults do not receive retirement saving advice from a financial professional 〰️
In uncertain times, securing your savings for retirement is imperative.
Now, more than ever, people are searching for ways to safely grow their money that offers market-like returns without the risk.
We know exactly what clients need and have solutions they are looking for, to protect what matters most!
OUR SERVICES
Retirement and Income Services
Having a protected, sustainable income is the foundation of a solid retirement. Where you put your money matters! Building your retirement safely and protecting it over the long haul is what we do best!
AWP has one goal…to give you peace of mind as you build a solid nest egg for your future and to ensure that it’s there when you need it.
The time to make a plan is now.
Ready to talk with a retirement specialist?
Estate Protection
Attain Wealth Protection knows that in an instant everything can change. We help business owners, families and individuals put a plan in place to protect what they cherish most.
There are two ways to plan – your plan, creating a trust and will to protect your property, bank accounts and legacy; or probate, the government’s plan.
At AWP, we provide affordable estate plans to make sure you get to choose who gets what and keep your important assets in the family or business.
We partner with top attorneys to create your estate documents at a cost you can afford, so you save money and get the protection you need.
• 67% of Americans have no estate plan.
Slightly less than half of U.S. adults have a will that describes how they would like their money and estate to be handled after their death.
Ready to start your trust and will now?
Business Consulting
Our team offers business consulting in a range of areas including:
Business Coaching
Advanced Planning
Executive Benefits
Employee Training and Education
Kai-Zen
Team and one-on-one coaching
See how our team can help you exceed your financial goals.
Insurance Services
Insurance services we provide:
Fixed and Indexed Annuities
IUL - Indexed Life Insurance
IUL For Tax Free Savings Plans
Key Man Insurance
Buy / Sell Agreements
Term and Whole Life Insurance
Universal Life
Premium Financing
Long Term Care Insurance
Medicare Supplements
Medicare Advantage
Prescription Drug Coverage
Dental & Vision
Let our team walk you through the process to ensure that you and your family get the proper coverage to meet your needs.
Kai-Zen
If you’re a high-income earner and want to maintain your lifestyle in retirement, the Kai-Zen strategy is a proactive option, in that it puts more money toward protecting your future income without putting a drain on your current finances. This is a powerful strategy that provides a unique retirement plan for those who qualify.
Kai-Zen can provide 60% more income than a traditional retirement plan.
“Most people don’t plan to fail, they fail to plan.”
— John L. Buckley
Who We Specialize In:
Business Owners
High Net Worth Individuals
Families
Retirees
Women: Single, Divorced and Widowed
Homeowners
Home Buyers
Those Near Retirement Age
Women
It has been stated that by the year 2030, women will control two-thirds of the Assets in the United States of America.
As Boomer men are passing away, we will see the largest transfer of wealth from men to women in our country. Currently, 53% of women do not have a financial advisor. Many of those who do have a financial advisor were surveyed and remarked that they are unhappy with their advisor. Julia and her team are passionate about educating, empowering, and serving women. She has a proprietary process just for women in helping them plan for a beautiful future.
Get in touch
Planning for your retirement and getting protection that gives you peace of mind can feel like a daunting task. Perhaps this is your first time working with an advisor or you’re looking for a second opinion on your current plan. Either way, our team at Attain Wealth Protection, Inc. can provide the guidance you need.